PIONEER EDUCATORS HEALTH TRUST

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

VICKI PIERSALL

Phone

5032248390

Tax Period

2021-01-01 to 2021-08-31

Mission

PROVIDE MEDICAL, DENTAL, VISION OR ALTERNATIVE CARE BENEFITS TO EMPLOYEES OF MEMBER COLLEGES.

Program Service Accomplishments

Program 1

THE TRUST PROVIDES SELF-INSURED MEDICAL, DENTAL, VISION, AND PRESCRIPTION BENEFITS TO EMPLOYEES OF PARTICIPATING MEMBERS, AND COVERED DEPENDENTS WHO MEET THE ELIGIBILITY CRITERIA OF THEIR EMPLOYER...

THE TRUST PROVIDES SELF-INSURED MEDICAL, DENTAL, VISION, AND PRESCRIPTION BENEFITS TO EMPLOYEES OF PARTICIPATING MEMBERS, AND COVERED DEPENDENTS WHO MEET THE ELIGIBILITY CRITERIA OF THEIR EMPLOYER. THE TRUST ALSO PROVIDES MEDICAL AND OTHER HEALTH BENEFITS TO TERMINATED AND RETIRED EMPLOYEES MAKING PERSONAL CONTRIBUTIONS FOR A PERIOD AS DETERMINED BY THE TRUST.THE TRUSTEES HAVE THE RIGHT UNDER THE PLAN TO DISCONTINUE ITS CONTRIBUTIONS AT ANY TIME AND TO TERMINATE THE PLAN SUBJECT TO THE PROVISIONS OF ERISA. EFFECTIVE MARCH 14, 2018, THE PLAN SPONSOR ANNOUNCED THE TERMINATION OF THE PLAN. THE FINAL LIQUIDATION OF THE TRUST WAS COMPLETED AUGUST 8, 2021.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $78,545

TOTAL EXPENSES $1,186,651

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	$359,125	-1.0%
Expenses	$1,186,651	$2,962,034	-0.6%
Net Income	N/A	$-2,602,909	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKI PIERSALL	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
LORRAINE ARVIN	TREASURER & SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREA DOOLEY	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER YRUEGAS	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2021	No data	$1,186,651	No data	No data
2020	$359,125	$2,962,034	$1,191,796	$-2,602,909
2019	$3,366,058	$3,228,980	$3,827,772	$137,078
2018	$15,756,818	$15,137,564	$6,192,403	$619,254